See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,079 | $214,378+33.9% | $200,582+43.1% | $142,382+101.6% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 14.71% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $13,110 | $6,841+91.6% | $6,419+104.2% | $4,299+205.0% |
| Participant deferral / active EE | $15,738 | $9,865+59.5% | $9,331+68.7% | $6,507+141.9% |
| Admin fee / account holder | $51,481 | $17,692+191.0% | $16,305+215.7% | $12,624+307.8% |